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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

182 hedge funds and large institutions have $1B invested in Schwab US Broad Market ETF in 2014 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 88 increasing their positions, 30 reducing their positions, and 19 closing their positions.

Holders
182
Holders Change
+26
Holders Change %
+16.67%
% of All Funds
4.86%
Holding in Top 10
26
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+30%
% of All Funds
0.69%
New
49
Increased
88
Reduced
30
Closed
19
Calls
$2.02M
Puts
$1.27M
Net Calls
+$753K
Net Calls Change
+$382K

Top Buyers

1
W
1
Wealthfront
California
$85M
2
Bessemer Group
2
Bessemer Group
New Jersey
$70.7M
3
FPCG
3
Fort Pitt Capital Group
Pennsylvania
$52.3M
4
EK
4
Evensky & Katz
Florida
$18.1M
5
FMP
5
Financial Management Professionals
Texas
$14.7M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$48.7M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
UCFA
4
United Capital Financial Advisors
Texas
$64.5M
5
SSWM
5
Sheets Smith Wealth Management
North Carolina
$828K
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
51
Savant Capital
Illinois
$2.24M +$77.4K +9,318 +4%
Brown Advisory
52
Brown Advisory
Maryland
$2.24M +$1.14M +137,550 +104%
Ameriprise
53
Ameriprise
Minnesota
$2.21M +$1.98M +238,776 +875%
BAS
54
Brown Advisory Securities
Maryland
$2.2M – – –
VFS
55
VSR Financial Services
Kansas
$2.04M +$123K +14,862 +6%
ACM
56
Avalon Capital Management
California
$1.89M +$1.89M +227,154 New
FA
57
Fagan Associates
New York
$1.84M -$7.47K -900 -0.4%
CWM
58
Cabot Wealth Management
Massachusetts
$1.82M +$432K +52,044 +31%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$1.81M +$391K +47,088 +28%
IAS
60
IMA Advisory Services
Colorado
$1.81M +$1.49M +179,358 +472%
Bank of America
61
Bank of America
North Carolina
$1.78M +$165K +19,914 +10%
RP
62
Reinhart Partners
Wisconsin
$1.73M +$165K +19,932 +11%
KIA
63
KCM Investment Advisors
California
$1.46M +$24.9K +3,000 +2%
EVM
64
Eaton Vance Management
Massachusetts
$1.42M +$29.1K +3,510 +2%
CFMC
65
Curbstone Financial Management Corp
New Hampshire
$1.4M -$149K -17,910 -10%
BJ
66
Brouwer & Janachowski
California
$1.36M +$1.14M +137,724 +539%
F
67
FutureAdvisor
California
$1.35M +$1.35M +163,140 New
BC
68
Brinker Capital
Pennsylvania
$1.31M +$734K +88,314 +127%
BCI
69
Brinker Capital Investments
Pennsylvania
$1.23M +$144K +17,322 +13%
JFG
70
JMG Financial Group
Illinois
$1.22M +$267K +32,112 +28%
FF
71
Friedenthal Financial
New Jersey
$1.21M -$1.13M -136,158 -48%
HCMT
72
Highland Capital Management (Tennessee)
Tennessee
$1.06M +$65.7K +7,920 +7%
DSN
73
D. Scott Neal
Kentucky
$999K -$2.49K -300 -0.2%
AF
74
Allworth Financial
California
$963K +$156K +18,798 +19%
BWP
75
BSW Wealth Partners
Colorado
$941K +$612K +73,734 +186%
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